Registering a Client Portal User

This guide will show how to register a Landlord, Tenant or Vendor as a portal user to use their Client Portal and the messages the Landlord receives from iamproperty CRM.

Getting Started

Once you have created your Landlord, Vendor or Tenant. They may need to be given access to the portals, mainly the Tenant Portal.

To do this, from My Account Tab, go to ‘Control Centre’ select the ‘Users’.

Registering to Portals

Once in the ‘Users’ screen, from the list in the left side of the screen.

Select the specific Branch you want to manage, or leave All selected.

Then select the ‘Register Portal Users’ option. This will show a list of all the Landlords/Tenants and Vendors currently registered (green tick) and unregistered (red X) to use the Client Portals.

To register these accounts to use appropriate client portal, Landlord, Vendor or Tenant Portal, click the ‘Register Portal Users’ button.

This will show a list of all the Users with either a green tick mark to show they are registered or a red X to show that User is not currently a registered user. By clicking on the ‘Registered’ column header the list be sorted to show all Unregistered accounts together.

To register the User, click into the box to the left of the User name or the box at the top of the left side column to select all unregistered Users. Then, click the ‘Register’ button bottom right of the screen.

The User will receive an email similar to this, personalised to the Agency sending the message. This message provides the username and password for the User to use, as well as a link to the User (Vendor, Tenant, Landlord) dashboard.